Our latest and greatest SAM version is currently being released to clients.

This new version includes two new features and substancial improvements to our Donor and Volunteer modules.

Entity Conversion

Use existing information to create new records!

Entity Overhaul allows you to convert an exiting record into another type and share information between them.

For example, a Donor record can be converted to a Family record - when contact information is updated on the Donor record, it is also updated on the connected Family record. Pretty neat! See our help guide to learn more.

Form Stats

Instant insight and organization for multi-record forms

Like report stats, form stats allow you to quickly sort and filter entries on a multi record form by field criteria. For example, with a form stat you can quickly see how many client communications were in person vs over the phone, or how many therapy sessions have been paid vs unpaid.

Other changes include:

Donor and Volunteer improvements - Record cleanup, navigating to donor / volunteer records from a report as opposed to their Person Record